Brady Lee Nolan

Employer firm

Tiaa-Cref Individual & Institutional Services, LLC CRD 20472

$37.9B regulatory AUM 35,647 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 06/2022
  Amazon
  Upper Arlington, OH
• 06/2020 → 09/2020
  Lowes
  Wapakoneta, OH
• 05/2019 → 12/2019
  Jbcab Berne Llc Dba Mcdonalds
  St Marys, OH
• 06/2018 → 03/2019
  Speedway
  Westerville, OH
• 06/2018 → 06/2018
  Towne Park
  Lima, OH
• 03/2011 → 06/2018
  Spencerville High School
  Spencerville, OH
• 05/2021 → 08/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2021 → 08/2022
  Northwestern Mutual Investment Services Llc
  Columbus, OH
• 02/2022 → 08/2022
  Varsity Tutors
  Columbus, OH
• 09/2022 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 01/2020 → 05/2020
  Ohio State University
  Lima, OH
• 08/2021 → 01/2022
  Ohio State University
  Columbus, OH
• 08/2018 → 04/2019
  Capital University
  Bexley, OH
• 08/2019 → 05/2022
  Ohio State University
  Columbus, OH
• 09/2022 → 09/2023
  Bank Of America N.A.
  Columbus, OH
• 10/2023 → Present
  Tiaa
  Dublin, OH
• 10/2023 → Present
  Tiaa-Cref Individual & Institutional Services, Llc
  Dublin, OH

Previous Registrations

• 2022-12-05 → 2023-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
  New York, NY
  Hilliard, OH
  Hilliard, OH
  Worthington, OH
  Iselin, NJ

Other Businesses

WESTERVILLE LIBRARY FOUNDATION POSITION: Board of Trustee NATURE: We work to ensure the long-term financial stability of the Westerville Public Library through endowment management and fundraising for library projects. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/05/2024 ADDRESS: 126 S. State St., Westerville OH 43081, United States DESCRIPTION: I will be meeting month to help the board decide of different projects we will be taking on.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-23
• S63 Uniform Securities Agent State Law Examination
  2022-06-07

Other Names

• Brady L Nolan